Waymo does the R&D for the autonomous driver.

Then separate companies build a business around each use case to monetize the driver.

1) Consumer rideshare

2) Courier / delivery

3) Corporate / fleet / trucking

4) License driver tech to OEMs

5) Lease self-driving vehicles outright

6) ???

It looks like Waymo might become provider of tech to sub-companies that operates specialized segments like self-driving cab, self-driving food deliveries, self-driving trucks, etc.